Peter Lynch serves as a Client Portfolio Manager and provides comprehensive investment management services to our clients. As a Client Portfolio Manager, Peter works with clients to create an investment plan tailored to each individual’s unique needs. With his experience and commitment to service, he develops a client profile, works to construct a long-term strategy, and implements a plan to help his clients meet their goals. Peter joined the firm in 2011 as an Underwriter doing new and existing lending relationships in private wealth, commercial real estate, residential real estate, and commercial banking areas of focus. He transitioned over to the Investment Management team in 2016.

Peter graduated from the University of Iowa with a Bachelor’s degree in Finance. He is a Certified Financial Planner^TM practitioner, and holds FINRA Series 6, 7, 63, and 65 registrations. He also holds his Illinois Life and Health Insurance Licenses.

Peter lives in Glenview, IL with his wife, Megan, and their three children.